Managing Your Schedule

Viewing Meetings

  • Navigate to your schedule from the dashboard
  • View upcoming and past meetings in a list or calendar view
  • Filter by date range, meeting type, or status

Adding a Meeting

  1. Click on the + symbol under the meeting schedule
  2. Select the number of meetings you would like to create
  3. Fill in the details that you have for the meetings
  4. Click Create Meetings

Note: Add a time to the meeting if you are meeting at a different time.

Editing a Meeting

  1. Click on any meeting to view details
  2. Click Edit to modify:
    • Date and time
    • Meeting type
    • Title or notes
    • Visibility (public/private)

Assigning Speakers

  1. Open a meeting
  2. Click Assign Speaker
  3. Select from your speaker list or add a new speaker
  4. Send a speaker request email (optional)

Tracking Attendance

  1. Open a meeting happening that day or one of your past meetings
  2. Click Manual Entry if you already have the count, or click Tally Counter to open a counter to help you record the number.
  3. Enter the attendance count
  4. Save to track trends over time

Tips & Best Practices

  1. Plan ahead - Create meetings several weeks in advance
  2. Use meeting types - Categorize meetings for better organization
  3. Send requests early - Give speakers plenty of notice
  4. Keep it updated - Mark meetings as complete and track attendance

Troubleshooting

"You have reached the maximum number of schedules"

Your current plan has a limit on schedules. Upgrade your plan or delete unused schedules.

Meetings not showing on public page

Ensure meetings are set to "public" visibility and the page is published.

Speaker didn't receive request email

Check the speaker's email address and verify it's not in their spam folder.

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